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LCAP vs TMSL

Principal Capital Appreciation Select ETF vs T. Rowe Price Small-Mid Cap ETF

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

TMSL

T. Rowe Price Small-Mid Cap ETF

T. Rowe Price

Annual cost

0.55%

Fund size

$2.0B

Key differences

  • LCAP costs 0.26% less per year.
  • TMSL is significantly larger than LCAP — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LCAPTMSL
Annual cost (TER)0.29%0.55%
Fund size (AUM)$264M$2.0B
Since20252023
Dividend yield0.10%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.3%+32.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.88%17.29%
Max drawdown-11.31%-24.39%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LCAP and TMSL